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Livermore
Livermore
ZHEN

Oldfield Partners LLP

SEC CIK
0001492815
Latest filing
Jul 10, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
20
+1 vs. Q2 2025
Portfolio value
$320.3M
+$29.2M (+10.0%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of Oldfield Partners LLP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NOVNOV Inc.COM4,768,371$63.2M19.7%+4,768,371NewHistory
LEALear CorpCOM NEW610,973$61.5M19.2%−1,245−0.2%ReducedHistory
DISWalt Disney CoStock435,200$49.8M15.6%−700−0.2%ReducedHistory
CBChubb LtdStock176,500$49.8M15.6%−7,200−3.9%ReducedHistory
ARWArrow Electronics, Inc.COM366,600$44.4M13.9%−700−0.2%ReducedHistory
LUVSouthwest Airlines CoCOM863,300$27.5M8.6%−147,700−14.6%ReducedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR165,939$4.04M1.3%−238,782−59.0%ReducedHistory
EMBJEmbraer S.A.ADR50,274$3.04M0.9%−72,674−59.1%ReducedHistory
CXCemex SAB de CVSPON ADR NEW290,560$2.61M0.8%−419,457−59.1%ReducedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG205,243$2.43M0.8%−296,934−59.1%ReducedHistory
TXTernium S.A.SPONSORED ADS57,008$1.98M0.6%−81,594−58.9%ReducedHistory
ABEVAmbev S.A.SPONSORED ADR852,000$1.90M0.6%−1,227,600−59.0%ReducedHistory
ATHMAutohome Inc.SP ADS RP CL A62,100$1.77M0.6%−86,700−58.3%ReducedHistory
INFYInfosys LtdSPONSORED ADR92,026$1.50M0.5%−130,421−58.6%ReducedHistory
ALGTAllegiant Travel COCOM18,838$1.14M0.4%00.0%UnchangedHistory
CURICuriosityStream Inc.COM CL A207,200$1.10M0.3%+24,500+13.4%AddedHistory
ALLYAlly Financial Inc.Stock27,200$1.07M0.3%00.0%UnchangedHistory
OIIOceaneering International IncStock28,729$711.9K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock2,700$437.9K0.1%00.0%UnchangedHistory
TAPMolson Coors Beverage CoCL B7,200$325.8K0.1%00.0%UnchangedHistory